Your Dubsado to SuiteDash migration plan
Export the records visible in your Dubsado account
Current Dubsado exports project details, invoice paid totals, client information and custom mapped fields as CSV.
Filter the Projects page, select Export CSV, and choose the fields. The file includes projects visible in that view.
Owners and admins can export records they can view. Basic users export assigned projects; accountant users cannot export project or contact data.
Using Dubsado 2.0? Its legacy instructions use Projects > project status > Export. Admins get customizable exports; other roles have restricted files.
What imports into SuiteDash?
SuiteDash imports contacts, companies, or both through CRM Target Import. Choose the import that matches your records.
Contact imports support names, primary email, addresses, tags and custom fields. You can also assign roles, companies and Circles.
Company imports support names, categories, phone numbers, websites, addresses, background information, tags and custom fields.
CRM Target Import pairs a company and person in one row. Detailed contact and company custom fields use dedicated imports.
Prepare a CSV that SuiteDash can read
Save as a UTF-8 CSV, 20 MB or smaller. Include a header row, at least three columns and one data row.
Create custom fields beforehand or during mapping. Assign one role to the whole file, or map a role column.
Test a small file first. Keep Portal Access Invitation unchecked until the portal is ready.
Checking that option immediately invites imported Prospects and Clients. Review any selected import automations before running the file.
What does not transfer through the CRM import?
The CRM import documentation covers contacts and companies, not projects, invoices, deals or files.
We rebuild agreed open work and billing. Files move into portal folders separately, and historical exports remain reference records.
Templates, forms, contracts, workflows and automations are recreated. A data export does not recreate your previous system’s behavior.
Keep useful workflows and rebuild their triggers
List every Dubsado workflow and its trigger. Keep the steps your team still uses, and remove unnecessary work.
We recreate forms and contract templates, then rebuild automations and FLOWs on Pinnacle.
Exported project details and invoice totals help us plan the rebuild. They do not import as SuiteDash projects or invoice history.
Test intake, agreements and billing before the switch
Check a sample client record, recreated form, agreement and billing setup before sending portal invitations.
Start new work in SuiteDash and agree when active projects move. Keep old exports available for reference.
Official documentation
Vendor details checked 3 October 2026. We confirm your account's options before work starts.